Select a color to highlight this view in the list displayed in the menu.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.

Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

If you want to include all records into the view, select All records.

If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.

If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.

Grouping

In the Grouping section specify how displayed records should be grouped

If you do not want to group records at all, select No grouping.

If you want to set specific grouping rules and sorting order, select Custom grouping and use the expanded drop-down lists to specify grouping criteria and order.

The Sorting section is intended to set the sorting order for the records in the new table view.

If you want to sort records by default settings, select Default sorting.

If you want to set a specific sorting order, select Custom sorting. Use the expanded drop-down lists to define sorting criteria and order.

Columns

The Columns section allows you to select columns displayed in this table view.

If you want to use the default set of columns, select Default columns.

If you want to use a specific set of columns for the new table, select Custom columns. The system will expand a form to select the columns you need. In the Search Available Columns field type-in a column name and select this column in the field below. After that click Add (Tip: Hold CTRL to select multiple columns or deselect a selection). Use the group of buttons to the right of the form to change the order of columns in this table view.

The Advanced options section is intended to specify additional options:

Allowed actions

From the Allowed actions list select what actions will be applicable to the table view records and the correspondent New, View, Edit or Delete buttons will be displayed in this table view. Moreover there is the Inline Edit option, check it to allow inline edit mode per table view. If you plan to delete many records at a time, use the Mass Delete option. As with other mass-actions, when the Mass Delete is checked, TeamDesk renders the Delete button in a view's header and checkboxes to mark the records.

Rows to display

In the Rows to display field you can specify the number of rows that will be shown in the table view (use whole numbers only).

Row Colorization

If you want to highlight certain rows, select the Colorization Formula check box and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Every Table View includes the Customize button in the User Mode. This option is displayed in the right top corner of a table view. Each user can hide/display any columns included to a view, if these columns are accessible (viewable) for this user.

To hide/display columns in a table view, click on the Customize button. As a result the column list dropdown will be activated, check/uncheck the columns you need and click on the Update button. To check all columns listed in the dropdown, click on the Reset button.